Munich

Thursday 14 September
Thursday, September 14, 2017
8:00 AM
8:55 AM
Inspired by the global financial crisis, IFM Investors set out six years ago to convert its two decades of investment experience into a strategic framework for infrastructure investment.
 
A year of intense research by IFM’s quantitative experts culminated in a comprehensive analytical methodology for constructing balanced, core infrastructure portfolios, called InFRAME™.
 
This session explores what this powerful suite of analytical tools reveals about the performance of infrastructure investments, and how its quantitative insights have helped IFM Investors achieve superior returns in its Australian and global infrastructure funds. 
 
9:30 AM
  • Definition of Aircraft Leasing and how important is it for airlines?
  • Tasks of an operating lessor
  • Main risks and opportunities
  • What are the reasons to invest in Aircraft leasing and who are our clients?
10:00 AM
10:30 AM
As capital continues to flow into the infrastructure sector, an increasingly competitive market presents a greater challenge for investors to secure attractive risk weighted returns.  AMP Capital’s presentation will address the topics below.
  • The evolution of infrastructure investing: how investors can access the investment characteristics they seek from infrastructure, such as long term, stable cash flows, high barriers to entry, inflation protection, from sub-sectors that are broader than those historically classified as core infrastructure.
  • The value of relative value investing: Investors should consider several elements in the investment process to realise value, including type of asset, geographical location, the stage of investment and ongoing asset management
  • The value of active asset management: as traditional perceptions of infrastructure definitions are challenged, it is now more important than ever for managers to bring to bear demonstrable active asset management skills to deliver sustainable, long term value to investors.
11:00 AM

US commercial real estate has fully recovered from the global financial crisis, with asset pricing for core and core plus assets at or above prior peak pricing. In order to generate strong-risk adjusted returns in this environment, investors should seek access instead to middle market assets - well-located properties that trade for less than USD50m - which can be acquired with strong current yields and significant upside potential.

11:30 AM

Presenters

Boe Pahari, Global Head of Infrastructure Equity, AMP Capital

Boe Pahari joined AMP Capital in March 2010 as Head of Infrastructure, Asia and Australia, before transferring to become Head of Infrastructure, Europe & the Americas, and then Global Head and Managing Partner, Infrastructure Equity in December 2014. In March 2016, his role was expanded to include leadership of the distribution functions supporting the North-West region, namely Europe, India, Middle East and the Americas. He retains responsibility for leading the Infrastructure Equity business and managing the Global Infrastructure Fund. 

Pahari has over 20 years’ experience in the industry, starting his career at Citigroup in Sydney and subsequently worked for more than 13 years with ABN AMRO based in Singapore, Amsterdam, New York and London. During this period, Pahari worked in regional and global positions, including as Regional CFO for Asia Pacific, Global Head of Strategy and M&A, Global Head of Proprietary Structuring Group, Head of Emerging Growth Markets, Head of Infrastructure Capital, Americas, Global Head of Integrated Finance/Infrastructure Capital, Global Head of Special Situations and Distressed Capital and Global Head of Structured Capital. Following his time at ABN AMRO, Pahari was appointed Global co-Head Principal Strategies at Royal Bank of Scotland. Pahari has lead Principal, Advisory and Leading teams across Asia, North America and Europe. Pahari is admitted as a Solicitor in Sydney, holds a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales and Master of Laws from the University of Sydney, Australia.

Peter Braffman, Managing Director, Private Markets Investment Committee Member
GCM Grosvenor
Peter Braffman is a member of the Private Markets Investment Committee and serves on the Global Investment Council at GCM Grosvenor. He leads the real estate investment practice and is responsible for real estate sourcing and underwriting activities. 
 
Prior to joining GCM Grosvenor, Braffman was a partner in the Customized Fund Investment Group of Credit Suisse Group. Previously, he was a senior vice president at Zurich Alternative Asset Management, where he was responsible for sourcing, underwriting and executing US-based real estate investments. Prior to joining Zurich Alternative, he was a vice president in the Merger and Strategic Advisory Group at Goldman Sachs.
 
Braffman holds a BA in Biology and History from the University of Rochester, an MBA from Northwestern University Kellogg School of Management, and a Juris Doctor from Northwestern University School of Law.
Stefan Schleifer, Director Institutional Business
KGAL Capital
Stefan Schleifer was appointed Director of Institutional Business in 2015, having joined KGAL in 1998. Since that time he has held a variety of positions within the group. 
 
Before joining KGAL, Schleifer worked for 11 years at Dresdner Bank in Munich. 
Michael Landman
Executive Director, Portfolio Management
 
Bachelor of Science (Hons) (University of Melbourne), Graduate Diploma of Applied Finance and Investment (Finsia), PhD (Applied Mathematics) (California Institute of Technology)
Joined IFM Investors in March 2007
Michael Landman is responsible for the origination, analysis, structure and execution of fund investments, along with portfolio construction and management. Prior to joining IFM Investors, Landman was involved with industrial research and development, oil and gas exploration, field development, engineering and planning, and strategy development and execution at BHP Billiton. He led a number of oil and gas asset transactions on behalf of BHP Billiton as Manager, Acquisitions and Divestments. Landman represents IFM Investors as a Director on the boards of Ecogen Energy, Eastern Distributor (M1 toll-road), Interlink Roads (M5 toll-road) and NT Airports.